Coming soon……We will expand this area in due course however currently this summarises the number of credits used and the total number of fields updated.
This area has been split into three tabs:
Under this tab you may turn off the following which are default to the on position:
Company Insights, Contact Insights, Addres Details
You may also set your default country for address lookup feature.
In this section you may enable some of the powerful early automation features within Dataholics.
Automatically create contacts linked to Accounts
Enabling this feature will automatically create contacts matching the domain name taking into account any Job Title filters.
So when a new account is created then contacts will be added/created that have an email address of that same domain containing only certain job titles.
For example adding a filter of ‘Director’ will add all contacts with the word Director within the title from that company.. All new contacts will be linked to the parent Accounts record.
Auto Enrich Leads
Enable this feature if you require leads to be enriched automatically – choose either to enrich company, contact or both
– Enrich Lead contact fields (including email, social media link and job title)
Auto Enrich Contacts
Enable this feature if you require contacts to be enriched automatically (including email, social media link and job title).
Dataholics uses a combination of existing Zoho fields and custom ones that are created upon installing the application. Whilst you can use these fields, in some cases you may have created your own custom fields already. These mapping tables, allow you to point the Dataholics application to your custom fields.
To use this feature:
Select the Module (from Leads, Accounts, Contacts, Deals)
Click the drop-down next to the field(s) you wish to edit mapping
Select your desired field (s) from the list that appears
Repeat the above for any other modules